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Investment Portfolio Advisor (Wealth RM) for one of the leading Broking Giant

Investment Portfolio Advisor (Wealth RM) for one of the leading Broking Giant

Acme ServicesMumbai, Maharashtra, India
19 days ago
Job description

Budget : 7 to 12 LPA

Experience : 5 to 10 Years

Location : Mumbai (Borivali)

Mandate : NISM VA (for Mutual Funds), NISM XXI A(for PMS), Insurance Corporate Agency License (SP – Certificate) (for Insurance), NISM XIII A (for SIF)

Job Description : What You’ll Do :

  • Build and manage a client portfolio for mutual funds, PMS, AIFs, insurance & other investment products.
  • Drive SIP book and asset growth through regular client interactions.
  • Reactivate inactive clients & acquire new investors.
  • Conduct 2–3 quality client meetings per day (virtual / physical).
  • Increase AUM, revenue & wallet share from mapped clients.

What We’re Looking For :

  • Prior experience in wealth management / investment advisory.
  • Strong relationship-building & communication skills.
  • NISM certifications (or willingness to acquire).
  • Self-driven, target-oriented, and a team player.

    • Interested Candidates can share their resumes on neha@acme-services.in

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    Investment Portfolio • Mumbai, Maharashtra, India